Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,819 | $165,584-49.4% | $142,942-41.4% | $137,256-38.9% |
| Participation rate | 64.3% | 80.1%-15.8pp | 76.8%-12.5pp | 80.0%-15.7pp |
| Annual return | 16.95% | 164.22%-147.3pp | 113.70%-96.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,349 | $8,194-46.9% | $7,128-39.0% | $6,407-32.1% |
| Admin fee / account holder | $40,491 | $16,167+150.4% | $12,475+224.6% | $12,270+230.0% |